Conditions

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In Next Matter you can attach conditions to:

• a step
• a form field

A use case for conditions might be candidate recruiting. If you recruit candidates to Design and Engineering teams, you want to send the profiles for review to different people based on what team the candidates are applying for.

So if the condition is as specified below, you can select a different step assignee than when the input contains Design.

Similarly, if your candidates have already provided their portfolio, you don't want to ask them twice, and add a condition to a form field.

Set step conditions

For example, you can only send a candidate a reminder (email step) if they haven't provided a portfolio (the file upload form field in previous step is empty). If the portfolio has been uploaded, the reminder step is skipped.

1. Click Workflows.
2. Click the process you want to update.
3. Click the step you want to update.
4. Click Add conditions (under the step name).
5. Choose the step and the form field that your conditional step is dependent on.

6. Click Save conditions.

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Tip: Hover over the step to see the applied conditions.

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If you set conditions to a step with mandatory fields, the step still gets skipped if the conditions are not met.

Set form field conditions

For example you can send a candidate a follow up form. If they have already provided a portfolio, the portfolio upload form field in the form will not display to the candidates.

1. Click Workflows.

2. Click the process you want to update.

3. Click the step to open it.

4. Click the conditions icon right of the form field name.

   

5. Specify your conditions.

6. Save your changes.

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Tip: Hover over the icon to see the applied conditions.

Editing conditions

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When you edit the item the condition uses as the Value, make sure to edit the condition too by selecting the new name in the Value dropdown. Otherwise the condition will break.

Edit several conditions at once (in batches)

Next Matter detects when the same conditions have been set for steps or fields. When you click to edit a condition that has a match, we ask you if you want to apply the change to all conditions in the set or only edit the current one.